Following are options available under Setting:

Business details
Edit your business information including name, address and VAT registration

Account details
Add or modify your bank, credit card and cash in hand details

Customer information
Add or edit your customer information such as name and address

Supplier information
Add or edit your supplier / vendor / merchant information such as name and address

Income categories
Create appropriate categories to classify your income. Add or edit them whenever you want

Expense categories
Create appropriate categories to classify your expenses. Add or edit them whenever you want

Tax rates
Add or edit Tax rates for your business

Change Password
Change your password as and when you need

Record account transfers
Record account transfers

Note

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Your account history provides you the following information:
1. Income received at the selected account from your customers
2. Payments made from the selected account to your suppliers
3. Account balance after each payment or income (when the account balance is set via “Account details” section in “Settings” menu)

You can use the account history to find out exactly where your money comes from and where it is spent, for a selected date range.

To navigate to Account History, click See History >> Account history. Following is a sample screenshot of a “Bank account” history.

Note

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1. Log into your account.
2. Above the menu bar, on any page, you will find a link called “Upgrade” on the top right hand corner near your name and “Sign out” link. Click that option to upgrade.

3. You will be taken to the subscription page where you can pay and upgrade.

Note

Did you try our online invoicing software for freelancers yet? Try it for free now